See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,549 | $87,733-35.5% | $106,548-46.9% | $85,850-34.1% |
| Participation rate | 94.2% | 71.9%+22.3pp | 76.1%+18.1pp | 69.3%+24.9pp |
| Annual return | 12.25% | 21.86%-9.6pp | 26.80%-14.6pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,252 | $2,073-39.6% | $2,819-55.6% | $2,565-51.2% |
| Participant deferral / active EE | $4,749 | $3,469+36.9% | $4,398+8.0% | $3,952+20.2% |
| Admin fee / account holder | $5,777 | $6,767-14.6% | $7,407-22.0% | $6,260-7.7% |